+1,762.9%
BX vs PSX
+1,159.1%
+603.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.6% | -3.2% | -2.2% |
| 7D | -2.0% | +2.8% | -4.8% | -3.0% |
| 30D | -2.3% | +27.8% | -30.1% | -11.2% |
| 3M | +18.5% | +42.0% | -23.5% | +2.7% |
| 6M | +23.7% | +58.1% | -34.4% | +1.6% |
| YTD | -10.4% | +105.0% | -115.4% | -34.0% |
| 1Y | -19.6% | +104.9% | -124.5% | -41.1% |
| 3Y | +30.8% | +134.1% | -103.3% | -11.0% |
| 5Y | +24.3% | +363.8% | -339.5% | -38.0% |
| 10Y | +679.5% | +370.1% | +309.4% | +242.0% |
| All | +1,762.9% | +1,159.1% | +603.8% | +536.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PSX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling